Tracking purchase order statuses

  • Updated

Access to this feature is currently only available to those who are part of the beta program.

To request access to the beta, please contact support.

 

In this article, you will learn how to manage your purchase orders using statuses. 

In Workiz, purchase order statuses indicate the progress of the order, from its initial creation to the point of full receipt. Purchase orders can have one of the following statuses:

Status Description
Draft

A purchase order was created and saved but not sent. 

This status will automatically be applied after creating a purchase order.

Sent

A purchase order was sent to the vendor. 

This status will automatically be applied after sending the purchase order.

Partially received

A purchase order was partially received. 

This status will need to be manually applied.

Received

A purchase order was fully received. 

This status will need to be manually applied.

Updating a purchase order status

In order to update a purchase order’s status, you will first need to enable the tool from the Feature Center/Marketplace. To learn more about enabling the feature, please see this article

  1. From the sidebar navigation menu, select Purchase Orders
  2. Next to the purchase order you want to update, select the dropdown menu under Status and choose a status
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This dashboard will also give you visibility into when the purchase order was sent, as well as the expected delivery/pickup date.

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